Jaclyn JohnsonCRD Number: 4725309
Current Firm: United Advisors America
Jaclyn Johnson (CRD# 4725309) is an Investment Advisor Representative working at United Advisors America in Prosper, TX and has over 17 years of experience in the finance industry.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Sagepoint Financial, Inc.
|United Advisors America Corporation||Frisco, TX||Sep 2019 - Current||3|
|Td Ameritrade, Inc.||Denton, TX||Feb 2018 - Sep 2019||1|
|Td Ameritrade Investment Management, LLC||Omaha, NE||Feb 2018 - Sep 2019||1|
|Scottrade, Inc.||Denton, TX||Mar 2004 - Sep 2019||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2005|
|S66||NASAA Uniform Combined State Law Examination||Jun 2017|
Total Assets Under Management183MILLIONS
Total Number of Accounts1,554ACCOUNTS
Average Account Value$117,572
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AL, AR, CO, FL, GA, IA, IL, KS, KY, MA, MI, MN, MO, MS, NC, NJ, OH, OK, PA, TN, TX, VA, WI
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